Sax Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Schwab Fundamental Emerging Mk stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 247,389 shares of FNDE stock, worth $9.26 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

247,389

Previous 189,899 30.27%

Holding current value

$9.26 Million

Previous $6.27 Million 42.71%

% of portfolio

0.49%

Previous 0.39%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$33.13 - $36.31 $1.9 Million - $2.09 Million	57,490 Added 30.27%	247,389 $8.95 Million
Q2 2025 Jul 23, 2025	BUY	$26.66 - $33.09 $1.34 Million - $1.67 Million	50,335 Added 36.07%	189,899 $6.27 Million
Q1 2025 May 14, 2025	BUY	$28.11 - $32.0 $1.64 Million - $1.86 Million	58,196 Added 71.52%	139,564 $4.3 Million
Q4 2024 Jan 15, 2025	BUY	$28.89 - $33.95 $1.56 Million - $1.83 Million	54,047 Added 197.82%	81,368 $2.36 Million
Q3 2024 Oct 17, 2024	BUY	$28.02 - $32.68 $538,712 - $628,305	19,226 Added 237.5%	27,321 $881,000

Q2 2024 Jul 12, 2024	BUY	$27.2 - $30.7 $220,184 - $248,516	8,095 New	8,095 $239,000

Others Institutions Holding FNDE

# of Institutions

434

Shares Held

163M

Call Options Held

Put Options Held

View Full List

About SCHWAB FUNDAMENTAL EMERGING MK

Ticker FNDE
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History